Financial Advisor in Lorient
Wealth management, portfolio management, tax optimization, and life insurance – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We specialize in property investments and we can help you with your property portfolio oversight.
Financial investment
Diversify and grow your capital with top-tier investment solutions, including equities, SCPI, private equity, and other options tailored to your financial objectives.
Tax optimization and reduction
Reduce your tax burden with beneficial tax-efficient strategies such as Censi-Bouvard, SME-focused assets, and other tailored solutions to enhance your tax efficiency while protecting your capital.
Insurance & financial protection
Secure tomorrow for you and your family with customized solutions, including long-term insurance, financial protection, medical insurance, and protection for your dependents, in collaboration with our carefully selected experts.
What our clients say
Officially Accredited
With over 400 businesses accompanied monthly, we are officially accredited by the French tax authorities to submit electronic tax filings, ensuring rigorous and fully compliant accounting services.
Get in touch!
Let’s start a conversation. Tell a bit yourself and send you inquiry to us. we’ll get back to you as soon as possible.
Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Lorient?
At French Tax Online, we are committed to being your trusted partner for financial and tax management in France. With a proven track record and a team led by three certified chartered accountants, we guide our clients in making strategic financial decisions with integrity, transparency, and efficiency.
Our team behind the door.
Our Vision.
We aim to be the most reliable tax reference partner for foreigners in France.
Our Mission.
Our mission is to build customer relationships founded on commitment, integrity, and mutual trust.
We offer our customers a high level of expertise and service quality, ensuring that they feel valued and unnecessary costs are minimized.
FAQ: Financial advisor in Lorient
Why hire a financial advisor in Lorient?
The choices you make regarding your finances today can have a significant influence over time on your tax situation and wealth management. An expert financial consultant in Lorient can assist you optimize your choices and plan optimal approaches for your wealth.
With deep expertise in the French tax system, especially for expats and overseas investors, your advisor offers personalized advice to maximize your financial potential while staying clear of costly mistakes. Whether you want to reduce your tax burden, secure your future, or optimize your estate, we support you at each stage.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At our firm, we provide straightforward, results-driven guidance. A sound and expertly crafted financial plan can deliver meaningful financial benefits over time.
How does a consultation with FTO work?
A session with our wealth management specialists follows a structured approach to ensure personalized and effective support:
During the first meeting, we take the time to understand your objectives, tax situation, and investment plans. Whether it’s tax optimization, investing in real assets, international mobility, or asset structuring, this step guides our overall strategy.
After a detailed review, our advisor presents customized solutions. We detail each possibility, any relevant fiscal incentives, and necessary precautions to prevent financial missteps.
Once recommendations are validated, we support you in applying them, including administrative procedures, funding strategies, and fiscal declarations.
Depending on your needs, we offer continuous support to adjust your strategy according to economic shifts, new regulations, or your personal financial evolution. Our experts help you stay on course to meet your goals.
Can I get a free consultation?
Our consultations are paid to guarantee high-quality, personalized service. Each analysis is carefully conducted by an expert who reviews your case in detail to provide recommendations tailored to your specific situation.
You can also get an initial 15 minute free consultation with our sales director to understand your situation and ensure our service is right for you. Click here to book it now.